Zeco Systems, Inc. Retirement Plan — Form 5500 plan (Zeco Systems, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Zeco Systems, Inc. Retirement Plan is a benefit plan reported by Zeco Systems, Inc. under EIN 80-0825581 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $8,098,130 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.1MPlan net assets, end of year$8,098,130
Participants238Covered participants reported
Assets / participant$34KComputed: assets ÷ participants$34,026 (computed)
Provider compensation$58.3K2 Schedule C provider row(s)$58,286
- Plan sponsor
- Zeco Systems, Inc.
- EIN
- 80-0825581
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241014174938NAL0047061952001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,098,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,098,130
- Net assets (BOY)
- $5,528,167
Income & contributions
- Employer contributions
- $718,778
- Participant contributions
- $1,886,384
- Total contributions
- $2,894,106
- Total income / additions
- $4,133,013
Expenses & distributions
- Benefits paid
- $1,503,699
- Administrative expenses
- $59,351
- Total expenses
- $1,563,050
- Net increase / (decrease)
- $2,569,963
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADV/ADVISOR | $45,244 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $13,042 | $0 | 2023 |